Anic Equity¶
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Total return since start: 0.601 %¶
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Equity now: -----------------------------> 48915.01 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 42231.41 Kr¶
PnL: ---------------------------------------> -201.87 Kr¶
DD now: ---------------------------------> -7.917 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-03 15:43:01.129257'
Benchmark comparison¶
OMXS30 DJUS NDX DAX W1IDU
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.620000 | 1656.360000 | 188.820000 | 12.870000 | 1467.540000 |
| Hoist Finance | 35 | 2.150000 | 999.250000 | 21.000000 | 2.150000 | 978.250000 |
| Orrön Energy | 180 | 0.530000 | 2051.100000 | 13.500000 | 0.660000 | 2037.600000 |
| HEXPOL B | 9 | -0.090000 | 1027.800000 | 9.900000 | 0.970000 | 1017.900000 |
| JM | 6 | 1.110000 | 871.800000 | 9.600000 | 1.110000 | 862.200000 |
| Catena | 2 | 1.170000 | 798.800000 | 9.200000 | 1.170000 | 789.600000 |
| Atrium Ljungberg B | 5 | 0.910000 | 941.500000 | 8.500000 | 0.910000 | 933.000000 |
| BioGaia B | 8 | 0.860000 | 936.000000 | 8.000000 | 0.860000 | 928.000000 |
| Sagax B | 4 | 0.800000 | 858.800000 | 6.800000 | 0.800000 | 852.000000 |
| Platzer Fastigheter Holding B | 12 | 0.630000 | 964.800000 | 6.000000 | 0.630000 | 958.800000 |
| Sagax A | 4 | -0.470000 | 856.000000 | 4.000000 | 0.470000 | 852.000000 |
| Bilia A | 8 | -0.180000 | 897.600000 | 0.000000 | 0.000000 | 897.600000 |
| Gränges | 9 | 0.000000 | 926.100000 | 0.000000 | 0.000000 | 926.100000 |
| AcadeMedia | 8 | -0.500000 | 400.800000 | -0.400000 | -0.100000 | 401.200000 |
| Clas Ohlson B | 12 | -0.060000 | 970.200000 | -0.600000 | -0.060000 | 970.800000 |
| ASSA ABLOY B | 3 | -0.230000 | 775.200000 | -1.800000 | -0.230000 | 777.000000 |
| Hexatronic Group | 12 | -0.270000 | 961.920000 | -2.640000 | -0.270000 | 964.560000 |
| EQT | 4 | -0.340000 | 826.800000 | -2.800000 | -0.340000 | 829.600000 |
| Creaspac SPAC | 39 | -0.210000 | 3705.000000 | -3.900000 | -0.110000 | 3708.900000 |
| Biotage | 7 | -0.600000 | 933.800000 | -5.600000 | -0.600000 | 939.400000 |
| Addnode Group B | 11 | -0.780000 | 911.350000 | -7.150000 | -0.780000 | 918.500000 |
| Byggmax Group | 33 | -0.760000 | 947.100000 | -7.260000 | -0.760000 | 954.360000 |
| SKF B | 5 | -1.120000 | 927.500000 | -10.500000 | -1.120000 | 938.000000 |
| OX2 | 13 | -1.780000 | 930.800000 | -16.900000 | -1.780000 | 947.700000 |
| Alimak Group | 11 | -1.900000 | 908.600000 | -17.600000 | -1.900000 | 926.200000 |
| Nordic Waterproofing Holding | 7 | -2.030000 | 945.000000 | -19.600000 | -2.030000 | 964.600000 |
| INVISIO | 16 | -0.650000 | 3656.000000 | -24.000000 | -0.650000 | 3680.000000 |
| VEF | 909 | -2.160000 | 1812.550000 | -32.720000 | -1.770000 | 1845.270000 |
| Latour B | 4 | -4.400000 | 817.600000 | -37.600000 | -4.400000 | 855.200000 |
| Vitec Software Group B | 2 | -3.690000 | 1044.000000 | -40.000000 | -3.690000 | 1084.000000 |
| Indutrade | 5 | -4.120000 | 1164.500000 | -50.000000 | -4.120000 | 1214.500000 |
| Bufab | 3 | -4.770000 | 1053.600000 | -52.800000 | -4.770000 | 1106.400000 |
| Hexagon B | 26 | -1.580000 | 3396.900000 | -54.600000 | -1.580000 | 3451.500000 |
| BHG Group | 97 | -6.860000 | 1356.060000 | -98.940000 | -6.800000 | 1455.000000 |
| TOTAL | 42231.190000 | -202.090000 | -7.91704% | 42433.280000 |
Updated:¶
'2023-07-03 15:42:09.703127'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
